Brian Boswell
@529Expert
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Since 2001, I have researched, discussed, promoted, and supported college savings products and services. Today, I provide that expertise wherever it is needed.
Malden, MA
Joined February 2017
My first client passed weeks after retiring. Thought about her family on the messy drive to the wake. 2/3 of Americans have no estate plan. Without one, grief can get messy fast. Protect your family and your legacy: Talk to an estate planner. #EstatePlanning
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AI isn’t the bubble. Debt, tariffs, healthcare costs, and a downgraded U.S. credit rating are the real risks. #EconomicOutlook #Debt #Investing
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🎭 This Nov 21st and 22nd at 7 PM will be your ONLY opportunity to see my son as the lead in a Malden High School musical. Come see "The Lightning Thief" at the Jenkins Auditorium!⚡️🌊🔱Tickets are $7 for adults and $5 for students sold at the door: Your support means the world!
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Financial aid is broken. The CSS Profile asks for “untaxed income,” but really means pre-tax contributions. Why not pull tax data like FAFSA? Families deserve clarity. Glad our triplets’ forms are done, but the system needs work. #FinancialAid #CSSProfile #FAFSA #CollegePlanning
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FAFSA & CSS Profile for 2026–27 are open as of Oct 1. Apply early; some aid is first-come, first-served. No idea how the gov't shutdown may impact apps, so get them in early! Use official sources for questions: https://t.co/JZKgJ00cQ4 & https://t.co/RzmJXwaSfd.
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Parenting triplets means mastering logistics, especially with college visits, jobs, essays, and senior year ahead. Proud to see them balancing it all and growing up fast! #CollegeVisits #Triplets #CollegeBound
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🌈 Sun, Jun 22 from 12–4PM @ Devir Park, @TheCityofMalden Proud to sponsor again this year: Come visit me at the Newbridge Wealth tent! https://t.co/yE5E5HBBhU
#MaldenPride #PrideMonth
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Diligence plus expert mentorship equals success! My triplets passed their driver’s tests on the 1st try thanks to Caio at Patience Auto, our guidance & their own hard work. Such a parenting joy to see their pride. #Success #professionalguidance
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🏳️🌈 Happy #PrideMonth! 🏳️🌈 Proud to sponsor Malden Pride and support my amazing LGBTQIA2S+ clients! Learn more at https://t.co/yE5E5HBBhU and stop by my table at the festival on June 22! Newbridge Wealth celebrates diversity and inclusivity. #financialplanning #maldenpride
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📊 Recovery isn’t guaranteed: S&P 500 bounced off a 19% drop... this time. Remember: Japan took 35 yrsto recover. #Diversify #financialplanning
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Rising college costs? Discover how a HELOC can help fund tuition in my latest @Forbes article: https://t.co/VS7xfZacMN
#HELOC #StudentLoans #Forbes
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💸 Tax Day is Apr 15. It evolved from a Mar 1 deadline to ease filing & IRS workload, echoing Europe's historic Lady Day fiscal start. #taxday #themoreyouknow
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🎮 Excited to sponsor Pintastic 2025, New England’s top pinball expo! 💵 Bring your family and join me April 10–13 in Marlborough, MA for fun, pinball & financial planning! #Pintastic2025 #Pinball #NewbridgeWealthManagement
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There are a LOT of options at the gym, and you might not use them all. Employer benefits can be the same way, but understanding your options can improve your fitness, both physical and financial. #EmployerBenefits #FinancialPlanning #FinancialHealth
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Moving to cash might FEEL safe, but inflation will erode value over time. Balance cash with diversified investments for better risk-adjusted return potential. #financialplanning
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Great webinar with @CFPBoard Former Chair Schaeffer on navigating FERS, FEGLI, TSP, and other federal employee benefit issues and concerns. If you or someone you know is a federal employee facing unprecedented career uncertainty, CFP® holders are uniquely positioned to help.
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In HIIT (High Intensity Interval Training) you swap between high-intensity exercise with periods of rest. Your money should do the same: Prepare for high expense periods by saving more during periods of your life when fixed expenses are lower. #CashFlowManagement #FinancialHealth
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Monday the S&P 500 had fallen 8.62% off its Feb 19 peak—a wake-up call for 529 parents. Concerned about your college fund? https://t.co/PDfLB1WCzI
#529plans #financialplanning
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It takes time, dedication, sacrifice, and hard work to see results at the gym and in your bank account. Saving for big goals may mean big sacrifices: Take the time, put in the work. #SavingGoals #FinancialPlanning #FitnessJourney
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Core stability exercises build a strong foundation. Similarly, consistent savings and monitoring create a robust emergency fund for financial security. #EmergencyFund #FinancialHealth #FinancialPlanning
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